Financial Planning Blog & Retirement Resources
Retirement Calculator With Pension: Find the Inputs You Need!
While pensions are not nearly as common as they once were, they are a very important part of the retirement plans for many of society’s most valued workers: teachers, police officers, fire fighters and more! However, it is surprisingly har…
Explore all our content
How Much Do You Need to Retire Early?
Early retirement might seem like a dream. But it’s one that you can achieve if you plan early and set goals as if your life depends on it. In fact, it does. So,…
Podcast: FIRE Reunion — Insights From Year 1 of Early Retirement
Episode 32 of the Boldin podcast is an interview with former guests Karsten Jeske, Chris Mamula, and Fritz Gilbert — F.I.R.E. experts — and discusses insights a…
Podcast: Joe Casey — Retirement Wisdom
Episode 31 of the Boldin podcast is an interview with Joe Casey — founder of Retirement Wisdom. We discuss shaping your life after retirement, and what reflecti…
Family and Money: Tips for Discussing Finances and Retirement with Your Loved Ones
The holidays can be an important time to discuss finances with your family. Get tips for how to have a productive talk with those you love!
How and Why to Pass on Financial Values to Your Heirs
You worked and saved for years, you can now can sit back satisfied with a job well done and enjoy some leisure. However, are you planning on leaving something t…
10 Reasons Why Talking About Money Can Give You a Better Future
It’s taboo. It’s not polite. It’s personal. These are all things you’ve probably heard when it comes to talking about money. Keeping your lips sealed about your…
Podcast: Doug Nordman — Military Retirement Benefits
Episode 30 of the Boldin podcast is an interview with Doug Nordman — author and founder of The Military Guide — and discusses what life is like being financiall…
Podcast: Brian Bollinger — Simply Safe Dividends
Episode 29 of the Boldin podcast is an interview with Brian Bollinger, an entrepreneur and founder of Simply Safe Dividends — a company dedicated to dividend in…
Stoic Wisdom: 6 Key Insights to Make You Happier Today and Wealthier in the Future
There is surprising buzz around Stoicism, an ancient Greek philosophy. See how Stoic wisdom can help you achieve financial wellness.
Prepare for Life After Retirement: 5 Ways to Find Meaning and Purpose for this Stage of Life
We want a happy, stress-free life after retirement. However, many of us also want a meaningful life. Find out how to plan for a meaningful retirement.
Podcast: Gary Danoff on Work, Purpose, and Cross Generational Planning & Literacy
Steve and Gary dive into the importance of financial literacy and how AI may impact society, especially the well being of young people.
Charitable Giving in Retirement: 4 Questions to Ask
What is a Health Savings Account (HSA)? And, Why It’s a Great Retirement Savings Option
What is a Health Savings Account? Explore 4 ways it saves you money and why you might want to use one for retirement savings.
Overcome These 9 Big Financial Planning Mistakes (You Have Never Seen a List Like This Before)
Very few people are experts at managing their finances, planning retirement, building wealth, and ensuring a secure future. Effective money management is often…
The 22 Most Foolish Financial Decisions Ever Made
Recently online, individual Boldin subscribers were discussing the most foolish financial decisions they had ever made. The conversations were interesting in th…
19 Powerful Insights Gained by Creating a Retirement Plan
Recently on the Boldin Facebook group, we asked, “What is one insight you gained by going through the process of creating a retirement plan?” It is clear from t…
Are You Saving Too Much for Retirement? (It’s More Common than You Might Think)
We hear a lot of horror stories these days about people saving too little, but the fact is that some people are actually saving too much for retirement. It is p…
5–10 Years from Retirement? Get Ahead With These 15 Tips!
On your marks, get set… RETIRE! If you are in your 50s or 60s, you are probably about 10 years from retirement (give or take). Maybe you are even just a year fr…
8 Topics to Tackle If You Want to Survive Retirement With Your Spouse
Before you got married, you probably discussed where you wanted to live, whether or not you would have kids, and your general hopes for the future. Before you b…
How to Retire Like an Adult: A 10-Point Checklist
If you are in your 50s or 60s, you are probably hoping to find the fountain of youth. However, when you plan your golden years it is best to retire like an adul…
How Much Should I Save for Retirement? Average Retirement Savings Rates for Every Age
Keeping your retirement savings on track helps you meet your retirement goals. That seems like a very simple concept, and in a way it is. But living with that p…
Be Happy: 10 Ways to Worry Less About Your Retirement
Don’t worry, be happy… about your retirement. The last few months have been an emotional rollercoaster for many people, and you may be feeling constantly stress…
Explore categories
Boldin Planner
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.